Insurance CE > Montana > Life / Health

Social Security Disability Planning

Overview

Disability can happen to anyone and may impact earning capacity. Social Security Disability Insurance (SSDI) helps cover living and medical expenses, but its eligibility criteria, application process, and benefits can be confusing. This course provides a detailed overview of SSDI, including who qualifies, how benefits are determined, and how the program supports individuals returning to the workforce.

Summary Details

Hours

3.0

Price

$16.95







Learning Objectives

  • Explain how the five-step sequential evaluation process is used to determine eligibility for disability benefits
  • Understand how the application date, disability onset date, and waiting period affect the start of benefits
  • Explain how the receipt of other disability income may affect a person's Social Security disability benefit
  • Recognize when Social Security disability beneficiaries become eligible for Medicare
  • Understand when the spouse and dependent children of a disabled worker are eligible to receive benefits based on the worker's earnings record
  • List the events that will cause Social Security disability benefits to terminate


Designed For:

Life and health insurance producers and finance professionals



Course Information

Adding additional credit may change exam requirements.

Access Period: 12 months
Prerequisites: None
Delivery Method: Self-Study
PDF Download: Available
Provider of Record: WebCE
Provider Number: 46308811
Last Reviewed: February 2025
Study Level: Advanced
Approved For: Life / Health

Exam

Proctor: No
Passing Grade: 70
Questions: 20



Recent Customer Course Comments

Comments are from students across the country who have recently completed the latest version of the course(s).